Crake Asset Management as of Sept. 30, 2024
Portfolio Holdings for Crake Asset Management
Crake Asset Management holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 31.1 | $254M | 590k | 430.30 | |
| Advanced Micro Devices (AMD) | 27.2 | $222M | 1.4M | 164.08 | |
| Amazon (AMZN) | 22.1 | $180M | 965k | 186.33 | |
| Walt Disney Company (DIS) | 5.8 | $47M | 490k | 96.19 | |
| Marriott Intl Cl A (MAR) | 5.2 | $42M | 170k | 248.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $17M | 104k | 167.19 | |
| Jd.com Spon Ads Cl A (JD) | 2.0 | $16M | 402k | 40.00 | |
| Freeport-mcmoran CL B (FCX) | 1.6 | $13M | 265k | 49.92 | |
| Hca Holdings (HCA) | 1.2 | $10M | 25k | 406.43 | |
| Bank of America Corporation (BAC) | 1.0 | $8.3M | 210k | 39.68 | |
| Uber Technologies (UBER) | 0.3 | $2.8M | 37k | 75.16 | |
| NVIDIA Corporation (NVDA) | 0.3 | $2.1M | 17k | 121.44 |
